Best Investors
Account
Sign in
500 Park Blvd Suite 1440, Itasca, IL 60143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Advisory Services | Itasca | IL | 02/2000 | 12/2020 |
| J.W. Cole Financial, Inc. | Largo | FL | 08/2009 | 12/2020 |
| Strategic Financial Advisory Services | Itasca | IL | 12/2020 | 06/2022 |
| Lpl Financial | Itasca | IL | 06/2022 | Present |
| Leslie Global Wealth, Llc | Itasca | IL | 06/2022 | Present |
1- 06/2022 / Leslie Global Wealth, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / ITASCA, Illinois 2-08/03/2022 - Leslie Global Wealth, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Admin - 160 Hours Per Month - I provide administrative support to Leslie Global Wealth, LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-07-14 |
Reach out to this advisor